Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Sheffield offices.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
The Company: A regional sized yet expanding wealth management firm looking to bring in a Compliance Manager to take on a broad internal compliance role inclusive of file review, T&C and some operational involvement too.
Hybrid/Home Working: Yes - Split between home/office
Office Location: Barlborough, North Chesterfield York
As a Personal Tax Manager, you will be responsible for overseeing a diverse portfolio of private clients, including high-net-worth individuals, business owners, and entrepreneurs.
This is a fantastic opportunity for an ambitious tax professional to play a pivotal role in managing a portfolio of high-net-worth private clients and driving the success of the firms tax department.
We are delighted to be supporting a Top 40 firm of Chartered Accountants in their search for a dynamic and experienced Personal Tax Manager.
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm?
£25,000 to £30,000 basic
If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Sheffield.
The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team.
Office Location: Central Sheffield
Hybrid Working: Yes - Flexible across office/home working up to 3-days WFH
Our client is an extremely successful and well-established financial planning organisation; they are currently expanding our team and recruiting for an experienced Financial Services Administration Manager.
Duties include
Producing and prepopulating application forms.
Obtaining illustrations and key features documents.
Posted by Clear IT Recruitment Limited • £35K/yr to £48K/yr
General
Our client is seeking an Finance Manager to support the Trust, in their Rotherham, South Yorkshire office.
Main Duties and Responsibilities
Support with the development of systems and procedures to ensure the efficient, effective and accurate management of Trust finance.
To understand the finance policies and procedures across the Trust and member schools, and to provide specialist and expert advice and support across the Trust as necessary.
Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Sheffield to join a leading Financial Planning and Private Client Investment Management company.
They are an award winning integrated company providing planning and investment services to both professionals and individuals.
They are a leading UK law firm, delivering services to clients both from within and external to the group.
The Company: Nationally renowned and rapidly expanding IFA firm with a busy site in Central Sheffield looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers:
Office Location: Central Sheffield
Hybrid/Home Working: Office-based ideally, with some flex following successful induction
The Company: Nationally recognised and rapidly expanding IFA business based in Sheffield looking to recruit a private wealth focused Client Liaison Administrator head who holds admin experience working within an IFA/wealth management firm.
Office Location: Sheffield
Hybrid/Home Working: Yes - 3-days office, 2 days WFH